Selective Wealth Management, Inc. IWF Holdings History
Selective Wealth Management, Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Selective Wealth Management, Inc. held 3,702.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $1.30 Mil. This investment constitutes 0.56% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q2. And since then Selective Wealth Management, Inc. has made 8 purchases of IWF, at an average price of $264.32, for a total of 7,268.00 shares. In addition, there have been 4 sales at an average price of $249.96 for 3,566.00 shares. Based on historical transaction data and IWF's current price of $421.70, Selective Wealth Management, Inc.'s estimated gain on his IWF holdings is $531,433.43, reflecting a 27.66% gain to date.
Selective Wealth Management, Inc. IWF ($421.70) Holding Chart
Selective Wealth Management, Inc. IWF ($421.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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